If your company is one that uses courier or haulage companies to deliver goods to your Customers, to receive goods into stock or to move stock from one Location to another, you can record those companies in this setting. When you enter a Delivery, Goods Receipt, Returned Goods to Supplier or Stock Movement, you can specify a Freight Company on the 'Freight' card, and similarly when you enter an Invoice you can specify a Freight Company on the 'Del. Terms' card. Information about the Freight Company can then be printed on documentation. In the case of the Delivery, this is a legal requirement in some countries. More precise information about printing on documentation can be found towards the end of this page. You can also produce a Trip Sheet report if you need a list of the Deliveries, Stock Movements and/or Returned Goods to Supplier records that can be transported by a particular Freight Company on a specified date or during a specified period.

To work with Freight Companies, first ensure you are in the Stock module. Then, if you are using Windows or macOS, click the [Settings] button in the Home Screen and double-click 'Freight Companies' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Freight Companies' in the 'Settings' list. The 'Freight Companies: Browse' window will open, listing the Freight Companies that you have already entered. Double-click or tap one to modify it or select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android) to create a new record. When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) in the Button Bar to save changes. Close the window using the close box (Windows/macOS) or by tapping < (iOS/Android), or click the close box or tap < if you don't want to save changes.

Code: Enter the unique code by which the Freight Company is to be identified from elsewhere in Standard ERP. The Code can consist of up to five characters, and you can use both numbers and letters.
Company: Record the name of the Freight Company here.
Supplier: Paste Special Suppliers in Contact register; If the Freight Company has their own record as a Supplier in the Contact register, enter the Contact Code of that record here. This is for information only.
Reg. No.: Enter the Company Registration Number of the Freight Company here.
Truck Information: Use this field to record any relevant information regarding the Freight Company's delivery vehicle (e.g. its registration number).
Driver: Paste Special Customers, Suppliers and Contact Persons in Contact register; If the Driver has their own record as a Customer in the Contact register, enter the Contact Code of that record here. The Name from that Contact record will be copied to the Driver Name field below.
Driver Name: Enter the name of the driver here.
CMR Text: If you will use the Freight Company in combination with the "CMR" Delivery Mode, enter the text for the consignment note here.

If you have an account with the Freight Company and will register Deliveries with them to instruct them to collect shipments from you and to deliver them to Customers, enter the credentials of this account in the remaining fields (Type, Security Key, Password, Account Number and Meter number). You will then be able to use the 'Register Electronic Shipment' Operations Windows/macOS or Tools (iOS/Android) menu function from a Delivery to register it with the Freight Company and to generate printable shipping labels. At the time of writing, you can only use this feature if you are located in the US, with FedEx as the shipping company and for US domestic shipments. Please refer here for details.

If you need Freight Company information to be printed on documentation, include the following fields in your Form Template designs:

Field in Form Template	Prints

CMR Text	CMR Text
Driver	Driver
Freight Company	Name
Freight Company Code	Code
Freight Company's Reg. Number	Reg. No.
Truck Information	Truck Information

You can use these fields in the Form Templates that will be used when you print Delivery Notes, Goods Receipts, Invoices, Picking Lists, Proforma Deliveries, Returned Goods to Supplier records and Stock Movements.

---

Go back to:

Home page for Settings in the Stock module
Home page for Stock module manual
Home page for Standard ERP manual

Previous Next Top Entire Chapter in Printable Form